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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,622 | $97,027-31.3% | $83,323-20.0% | $135,382-50.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -6.28% | 12.31%-18.6pp | 10.63%-16.9pp | 519.77%-526.1pp |
| Employer contribution / active EE | $13,454 | $4,143+224.7% | $3,379+298.2% | $4,779+181.5% |
| Participant deferral / active EE | $10,506 | $5,964+76.1% | $5,565+88.8% | $5,609+87.3% |
| Admin fee / account holder | $4,003 | $8,427-52.5% | $7,539-46.9% | $10,829-63.0% |